Dale Boettcher

Investment Advisor, head of sales

“Our purpose isn’t simply to make investments for clients, but to understand their needs and goals and to articulate a plan that helps them achieve those goals and address those needs.”

  • Over 35 years of experience in the investment industry
  • Financial planning designations:
    • (CRPS) Charted retirement Plans Specialist
    • (CMFC) Chartered Mutual Fund Counselor
    • MBA, University of Phoenix
  • Racecar driver, long-distance runner